Winch Advisory Services’s Vanguard Information Technology ETF VGT Stock Holding History

Winch Advisory Services’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$44.8K	Sell	375 -1	-0.3%	-$109	0.01%	202
2026 Q1	$32.7K	Buy	376 +144	+62%	+$13.3K	0.01%	210
2025 Q4	$21.7K	Hold	232	–	–	﹤0.01%	239
2025 Q3	$21.4K	Hold	232	–	–	﹤0.01%	238
2025 Q2	$19K	Hold	232	–	–	﹤0.01%	240
2025 Q1	$15.5K	Hold	232	–	–	﹤0.01%	242
2024 Q4	$17.8K	Hold	232	–	–	﹤0.01%	236
2024 Q3	$16.7K	Hold	232	–	–	﹤0.01%	225
2024 Q2	$16.4K	Hold	232	–	–	﹤0.01%	222
2024 Q1	$14.9K	Buy	232 +8	+4%	+$507	﹤0.01%	228
2023 Q4	$13.8K	Hold	224	–	–	﹤0.01%	229
2023 Q3	$12K	Hold	224	–	–	﹤0.01%	238
2023 Q2	$13K	Hold	224	–	–	﹤0.01%	232
2023 Q1	$11K	Hold	224	–	–	﹤0.01%	244
2022 Q4	$9K	Hold	224	–	–	﹤0.01%	248
2022 Q3	$9K	Hold	224	–	–	﹤0.01%	233
2022 Q2	$9K	Buy	224 +48	+27%	+$2.16K	﹤0.01%	247
2022 Q1	$9K	Sell	176 -144	-45%	-$7.39K	﹤0.01%	268
2021 Q4	$18K	Buy	320 +176	+122%	+$9.66K	0.01%	218
2021 Q3	$7K	Hold	144	–	–	﹤0.01%	300
2021 Q2	$7K	Hold	144	–	–	﹤0.01%	311
2021 Q1	$6K	Buy	+144	New	+$6.48K	﹤0.01%	297

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Winch Advisory Services's VGT Position: Q2 2026 in Review

Winch Advisory Services reduced its Vanguard Information Technology ETF (VGT) stake by 0.27% in Q2 2026, selling an estimated $109 and leaving 375 shares worth $44.8K. The position accounts for 0.01% of the portfolio, ranked #202.

Winch Advisory Services first reported a position in VGT in Q1 2021 and has held it in 22 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Winch Advisory Services held 375 shares of Vanguard Information Technology ETF worth $44.8K as of Q2 2026.
Winch Advisory Services sold 1 Vanguard Information Technology ETF share in Q2 2026, an estimated $109.
Vanguard Information Technology ETF made up 0.01% of Winch Advisory Services's portfolio in Q2 2026, its #202 holding.
Winch Advisory Services first reported a position in Vanguard Information Technology ETF in Q1 2021 and has held it in 22 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.